At a Glance
- Tasks: Provide top-notch investment and retirement advice to clients, generating income for the business.
- Company: Join Fidelity International, a leading investment solution provider with a focus on customer experience.
- Benefits: Enjoy a comprehensive benefits package, flexible working, and support for your personal development.
- Other info: Dynamic work environment with opportunities for professional growth and innovation.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your career.
- Qualifications: QCF Level 4 Diploma in Regulated Financial Planning and experience in financial advice required.
The predicted salary is between 55000 - 65000 £ per year.
About Fidelity International
Over the last 40 years Fidelity International has enjoyed great success, offering investment services and solutions that are in the best interest of our diverse global customer base. By sharing our expertise, market-leading insights and entrepreneurial thinking, we have enabled our customers to make more informed choices along the path towards achieving their financial goals. We have a reputation as one of the world’s most successful investment solution providers and, looking ahead, we believe our best is yet to come.
We endeavour to make the right decisions for our customers, and are committed to delivering constant improvements – we understand the role that the development of our people plays in this. It’s this unique approach that fuels our ambitious plans for the future. It’s a future that will be shaped by the talented, forward-thinking individuals who are part of our business today and also by those who will join us tomorrow.
Our long-term vision places customer experience and talent development at its heart. We are excited by innovation, take pride in developing market-leading products and have an organisation defined by our highly motivated employees. We value integrity and help provide the right opportunities for people who are eager to drive their own career.
About Fidelity’s Wealth Management
Fidelity’s Wealth Management offers regulated advice and guidance to customers who are looking to convert their pension pots into a retirement income, take investment advice on their ISA or Investment Accounts, or make use of lump sums as part of their retirement planning. We also provide regulated advice on lifetime allowance issues, pension consolidation including defined benefit pension transfers, and the transfer of pensions with safeguarded benefits. We meet with clients over Zoom or face to face in our dedicated London Investor Centre.
About your role
To generate income for the business by providing high quality investment, pensions and retirement advice with a positive, customer focused attitude which demonstrates the highest levels of integrity and customer service. To operate within Consumer Duty guidelines. You’ll be an experienced adviser who is used to providing investment, pensions and retirement advice to clients. Ideally this will include experience of cashflow modelling. Although not essential, if you have experience of advising on safeguarded pension benefits, and/or hold an appropriate qualification for this advice, that would be beneficial.
Key Responsibilities
- To generate income for the business through the delivery of high-quality financial advice to clients.
- Providing customers with professionally written suitability reports and other supporting documents which succinctly explain why your advice is suitable.
- To operate within FCA and other regulatory rules at all times.
- To act in a professional and customer focused manner in accordance with the company values at all times.
- To ensure client files are kept up-to-date at all times.
- To maintain membership of a professional body and obey its code of conduct and ethics at all times.
- To support and uphold the Fidelity vision and values.
- To undertake all reasonable tasks and duties as directed by the Head of Advice.
Experience and Qualifications
- QCF Level 4 Diploma in Regulated Financial Planning or equivalent (E)
- Advanced Diploma in Financial Planning or equivalent (D)
- Experience of cashflow modelling (D)
- Advanced Pension Transfer qualification – G60, AF3 or IFS equivalent (D)
- Experience as a Pension Transfer Specialist (D)
- Currently holds competent adviser status with experience of providing financial advice to clients over the telephone and face to face (E)
- A current Statement of Professional Standing (SPS) and up-to-date Continuous Professional Development (CPD) records (E)
- Good IT skills – Word, Excel, Outlook (E)
- Previous experience of Intelligent Office (D)
- Can work equally well on own initiative and as part of a team (E)
- Proactive and forward thinking (E)
- Numerate and a high level of literacy (E)
- Good communication skills (E)
- Membership of an appropriate professional body must be maintained (E)
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
Wealth Investment Adviser employer: Fidelity International
Fidelity International is an exceptional employer, offering a dynamic work culture that prioritises employee development and well-being. Located in the heart of London, our Wealth Management team thrives on innovation and integrity, providing employees with opportunities to grow their careers while delivering high-quality financial advice to clients. With a comprehensive benefits package and a commitment to flexible working, we ensure that our team members feel valued and motivated in their roles.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Investment Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Wealth Investment Adviser role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to impress someone. Have a quick summary of your experience and skills ready to go, so you can showcase why you're the perfect fit for the job.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the best choice.
✨Tip Number 4
Apply through our website! We’ve got all the latest opportunities listed there, and it’s the best way to ensure your application gets seen. Don’t miss out on your dream job – check it out now!
We think you need these skills to ace Wealth Investment Adviser
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Wealth Investment Adviser role. Highlight your relevant experience in providing investment, pensions, and retirement advice, and don’t forget to mention any qualifications that align with the job description.
Showcase Your Skills:We want to see your skills in action! Include specific examples of how you've successfully advised clients in the past, especially if you have experience with cashflow modelling or safeguarded pension benefits. This will help us understand your expertise better.
Be Professional and Personable:Remember, we value integrity and customer service. Your written application should reflect a professional tone while also showcasing your positive, customer-focused attitude. Let your personality shine through!
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can consider you for this exciting opportunity at Fidelity.
How to prepare for a job interview at Fidelity International
✨Know Your Stuff
Make sure you brush up on your knowledge of investment strategies, pensions, and retirement planning. Familiarise yourself with the latest market trends and how they impact client decisions. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Customer Focus
Since this role is all about providing high-quality advice to clients, be prepared to share examples of how you've successfully helped customers in the past. Highlight your ability to listen, understand their needs, and provide tailored solutions that align with their financial goals.
✨Prepare for Regulatory Questions
Given the importance of operating within FCA guidelines, expect questions about compliance and ethics. Brush up on the Consumer Duty guidelines and be ready to discuss how you ensure your advice meets regulatory standards while still being customer-centric.
✨Practice Your Communication Skills
As a Wealth Investment Adviser, you'll need to communicate complex information clearly. Practice explaining financial concepts in simple terms, as if you were talking to a client. This will demonstrate your ability to make financial advice accessible and understandable.
